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Summary

Summary

Education: Transport V4 - Implementation Package

Interested in the implementation of the Transport V4 module? Fill out this training request form.

Session 1: V4 Review of Implementation Approach

Objectives

  • To review the Local Authorities current policies and practices in regards to Home to School Transport provision.
  • To provide a demonstration of the features and functionality of Transport V4.
  • To make decisions on best utilisation of Transport V4 functionality in line with current operating procedures.

Audience

  • MRI Education Co-ordinator and current Transport team members who will be using the module on a daily basis.

Standard Agenda

  • Introductions
  • Purpose of today and expectations
  • Review and discussion around current working practices
  • Demonstration of Transport V4 module and how this will meet your expectations and fit in with current working practices
  • Discussion and questions around implementation approach and timescales for the project
  • Any further questions
  • Conclusion and summarise next steps.

Outcomes

  • Local Authority are aware if how Transport V4 works and functionality and how best it fits in with current procedures.
  • Everyone understands timescales and project implementation approach.

Session 2: Business Process Mapping

Key Prerequisites

  • Any current documentation that is used in the Home to School procedure, including current application forms, policy statements etc.
  • A member of the Transport Team who is able to demonstrate how current applications are processed.
  • Any other members of the Team who may be involved in the Finance and contracts aspect of Transport to be able to show how this procedure currently works.

Objectives

  • To agree and document the current process for dealing with Home to School Transport applications and associated administration, route and contract (finance) compliance procedures.

Audience

  • Transport Team members who provide and administer the current Home to School arrangements and those for are responsible for route and contract (finance) compliance.

Standard Agenda

  • Introductions
  • Outline of the day.
  • Review of current operating procedures
  • Questions and clarifications
  • Demonstration of current operating practices.
  • Review and conclusions

Outcomes

  • A Business process document which correctly illustrates the current operating procedures for Home to School Travel (and associated administration including finance elements).
  • Recommendations on how the current operating procedures will fit-in with the features and functions of Transport V4.
  • A Transport Process flowchart which has recommendations to improve efficiency.

Session 3: Module Configuration in TEST and Module Admin Training

Key Prerequisites

  • Access to a V4 TEST environment to be able to establish a Transport TEST environment with appropriate report access.
  • GIS V4 to be installed and set-up if required for LA Transport processes.
  • The appropriate Transport V4 licence has been requested and applied to the TEST Environment.
  • LA to request a Technical install of Web Service Components for his module from MRI Education Support and the web Cache user to be set-up in TEST

Objectives

  • To establish a TEST environment for Transport V4 with full functionality.
  • To set-up users with appropriate permissions access.
  • Training to be provided on alerts, batch routines, system parameters, reports and background administration, values and configurations.

Audience

  • MRI Education Co-ordinators who manage the administration of users/permissions
  • Key user(s) of the Transport Module who can advise on permission access and transport values (eg statutory distance criteria)
  • Those officers responsible for writing / running Transport reports or higher level admin routines
  • Internal I.T. on hand for any configuration issues.

Standard Agenda

  • Introductions and outline of day.
  • Checkpoint that all pre-requisites have been met.
  • Check data validation within the Transport environment
  • Establish default values and set-up module configuration.
  • Module admin training
  • Questions and clarifications
  • Conclusions and recommendations.

Outcomes

  • The Transport V4 module is successfully established and working correctly within the TEST environment.
  • Users have the correct permissions required for training and UAT
  • The MRI Education co-ordinator is familiar with the module and system admin tasks required
  • A dataset for training is available.

Session 4: Core User Training

Key Prerequisites

  • Access to Transport v4 within the TEST environment
  • Users to have correct access permissions to be able to perform the necessary scenarios for Transport training
  • Users bring along some “real world” cases for testing within the Transport v4 environment

Objectives

  • To provide an overview of the key module areas.
  • Module navigation
  • How to find passengers, people, routes etc.
  • Nearest school search.
  • Overview of the current key module areas in line with business processes
  • Applications
  • Assessments
  • Journeys
  • Tickets
  • Routes and Stops
  • Contracts
  • Contractors
  • Communications and Complaints.
  • Finance training for those Officers responsible for paying invoices and/or budget responsibilities.

Audience

  • Transport and Finance team members who will be using the module on a daily basis.

Standard Agenda

  • Introductions
  • Outline and objectives of the day
  • Agenda to be set around the key objectives as detailed above and tailored accordingly.

Outcomes

  • Delegates are comfortable and confident in using Transport V4 and can appreciate how the features and functions work in line with current business processes.
  • Delegates can appreciate the support that the module can provide in supporting them to perform their duties and responsibilities.

Session 5: Module Configuration in LIVE and Additional Training / Floor walking

Key Prerequisites

  • Access to V4 LIVE Environment to be able to establish a Transport LIVE Environment with appropriate report access
  • GIS V4 to be installed and set-up if required for LA Transport processes
  • The appropriate Transport V4 licence has been requested and applied to the LIVE environment
  • LA to request a Technical install on Web Service Components for this module from MRI Education Support and the Web Cache User to be set-up in LIVE.

Objectives

  • To set-up Transport V4 in a LIVE environment
  • To set-up users with appropriate permissions
  • To provide any additional support and training as necessary.
  • Knowledge specialist to be available to ensure initial bedding in of the module once fully operational.

Audience

  • MRI Education Co-ordinator responsible for admin tasks
  • Transport team members who will be regular users of the module.
  • Internal I.T. on hand for any configuration issues

Standard Agenda

  • Set-up and configure Transport V4 within the LIVE environment
  • Data validity check
  • Default values and set-up confirmed and approved
  • Release the LIVE environment to the audience
  • Questions and further training / support as requested
  • Floor walking and on-site availability to ensure smooth transition

Outcomes

  • Transport V4 module is successfully set-up and configured correctly in the LIVE environment
  • Users have the correct permissions to perform their daily tasks and routines
  • The MRI Education Co-ordinator is familiar with the module and system admin tasks involved
  • Users are happy with the module and have fully satisfied themselves that the module will provide them the necessary support and provide home to school transport provision.
  • Users are fully conversant with procedures and navigation to fully perform their daily tasks.

Session 6: Post Implementation Review

Key Prerequisites

  • Transport v4 in the LIVE environment
  • Users have been using the system for a minimum of 4 weeks

Objectives

  • To review the implementation approach
  • To review how use of the module and processes is proceeding
  • To identify and (if necessary) provide any additional training and support.

Audience

  • MRI Education Co-ordinator
  • Transport Team members who have been using the module on a daily basis.

Standard Agenda

  • Review and discuss the implementation approach
  • Discuss any areas of concern
  • Address areas of concern and provide immediate support or suggest further training and support that may be necessary.
  • Questions and conclusions
  • Further MRI Education packages that may further enhance the product and support for the customer.

Outcomes

  • The Transport Team have an opportunity to resolve any concerns
  • Any recommended changes and enhancements are identified and documented.
  • Any changes to the implementation approach are discussed and considered for future reference.
  • Any further enhancements are discussed and identified.